Overview
- Headquarters
- Bethesda, MD
- Total Firm Assets
- $317 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
Fee Disclosure
Source: ADV PART 2A (2026-06-01) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $750,000 | Negotiable |
| $750,001 | $1,250,000 | 0.90% |
| $1,250,001 | $2,500,000 | 0.80% |
| $2,500,001 | $3,750,000 | 0.70% |
| $3,750,001 | $5,000,000 | 0.60% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Negotiable | Negotiable |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 84.86%
- Number of High-Net-Worth Clients
- 95
- Total Client Accounts
- 395
- Discretionary Accounts
- 392
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 170858
- ADV PART 2A (2026-06-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗